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dogt1225
Helper II
Helper II

Dynamically Filter to Most Recent Quarter

I have a PowerBI visual where I will like the visual to be dynamically filtered to the latest Fiscal Year Quarter. The current Fiscal Year quarter is FY2024-Q1. Any ideas on how to do this?

 

dogt1225_0-1678829245969.png

 

1 REPLY 1
amitchandak
Super User
Super User

@dogt1225 , Try a measure like, you can adjust calculation to suite FY, if qtr does not start from Jan, Apr, Jul, Oct

 

QTD Today =
var _max = today()
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

QTD Yesterday =
var _max = today()-1
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LQTD Today =
var _max = Date(year(today()), Month(Today())-3, day(today()))
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYQTD Today =
var _max = Date(year(today())-1, Month(Today()), day(today()))
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This Qtr Today =
var _today = today()
var _max = eomonth(_today, if( mod(Month(_today),3) =0,0,3-mod(Month(_today),3)))
var _min = eomonth(_max,-3)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Qtr Today =
var _today = today()
var _max = eomonth(_today, -1*if( mod(Month(_today),3) =0,3,mod(Month(_today),3)))
var _min = eomonth(_max,-3)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Same Qtr Last Year Today =
var _today = today()
var _max = eomonth(eomonth(_today, if( mod(Month(_today),3) =0,0,3-mod(Month(_today),3))),-12)
var _min = eomonth(_max,-3)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

First Qtr This year Today =
var _min = eomonth(today(),-1*month(Today()))+1
var _max = eomonth(_min,2)
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Qtr Last year Today =
var _max = eomonth(today(),-1*month(Today()))
var _min = eomonth(_max,-3)+1
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

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